Banyan Global Investment Advisors, LLC
● SEC registered since 2016CRD 283264SEC# 801-107482Boca Raton, FL
Reg. AUM
$162.1M
Employees
4
Accounts
250
Location
Boca Raton, FL
Banyan Global Investment Advisors, LLC assets under management
Banyan Global Investment Advisors, LLC is an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2016. It reports $162.1 million in regulatory assets under management and employs 4 people.
Banyan Global Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Harry Reich Control | Managing Member | Over 75% | 2013 |
| Katherine Nmn Ramirez | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Banyan Global Investment Advisors, LLC manage?
Banyan Global Investment Advisors, LLC reports $162.1 million in regulatory assets under management on its Form ADV.
How many employees does Banyan Global Investment Advisors, LLC have?
Banyan Global Investment Advisors, LLC reports 4 employees.
Where is Banyan Global Investment Advisors, LLC located?
Banyan Global Investment Advisors, LLC is based in Boca Raton, FL and has been SEC-registered since 2016.
Does Banyan Global Investment Advisors, LLC disclose fund performance?
Banyan Global Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6001 Broken Sound Parkway NW, Suite 426, Boca Raton, FL 33487 |
| Phone | 561-847-3596 |
| Fax | 561-847-3596 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.1M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$162.1Mregulatory AUM
Discretionary $161.9MNon-discretionary $224K